Essential responsibilities:
• Preparation of wills and trusts;
• Preparation of Probate Applications
• LPAs,
• Applications to the Court of Protection and advising elderly and vulnerable clients.
• Contentious and non-contentious probate
• Deed of variations and gifts
• Administration of estates (small/large) and trusts;
• Dealing with queries corresponding with solicitors, Probate Registry, Land Registry, OPG and other 3rd party companies as appropriate to each case
Desirable Responsibilities:
• Advising on trusts for pension and life insurance policies;
• Advising on tax matters with emphasis on Inheritance Tax mitigation;
• Advising clients with regard to elderly issues
• Estate planning for asset protection with a focus on tax minimisation, care fees and third party creditors;
• Managing relationships with IFAs, accountants and clients and must be willing to work closely with other departments within the firm on joint projects.
Main purposes of role
• Undertake fee earning work and provide a profitable contribution to the work of the department.
• Ensure the successful development of the firm in line with the business plan.
Qualifications
• 2+ years PQE experience as a broad-spectrum private client Solicitor/Legal Executive. The candidate will also
• require an excellent track record as a solicitor and solid academic background
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Salary description
£40000.00 - £60000.00 per year